Investment FP&A Analytics Lead

MassMutual•Springfield, NY

7d•Hybrid

About The Position

As an Investment FP&A Analytics Lead, you will play a critical role at the center of the company’s financial planning and decision-making engine. As part of the broader FP&A function, you will help drive the core annual planning and forecasting process for MassMutual’s investment portfolio—translating strategy into financial projections, explaining actual results against plan, and informing management actions. Investment FP&A serves as a key facilitator of the enterprise feedback loop: connecting strategy, forecast, actual performance, and decision-making. In this role, you will own the investment insight within that loop—ensuring investment performance and outlook are clearly understood and appropriately reflected in planning, forecasting, and strategic discussions. You will operate at the intersection of FP&A, Finance, Investment Management, and the Business, owning the point of view and enterprise-level recommendations – not acting as a pass-through of analysis. Beyond core planning, you will synthesize insights across investments, ALM and product P&L to identify opportunities, frame trade-offs and present decision-ready guidance to inform decisions. You will have a high degree of ownership and visibility, with opportunities to influence strategy and grow into a broader advisory role for ELT and the senior business partners. As the team evolves, you will play a key role in building Investment FP&A into a trusted enterprise partner, while continuously deepening your leadership capability, judgment and business acumen.

Requirements

10+ years of experience in FP&A, Treasury, Investments, Strategy, or related analytical roles
Bachelor’s degree in Finance, Economics, Actuarial Science, or a related field
Solid understanding of insurance investment portfolios and their impact on STAT and GAAP financials
Demonstrated experience partnering across functions and influencing stakeholders in matrix organizational environments
Proven ability to communicate complex financial or investment concepts clearly and effectively to senior audiences

Nice To Haves

Experience working in or closely with investment management, ALM, or insurance product Pricing areas
Understanding of enterprise financial planning, including capital management, dividend frameworks, or risk considerations
Demonstrated ability to frame problems and shape discussions in ambiguous, evolving environments
Track record of influencing stakeholders and contributing to decision-making beyond immediate scope
Experience developing others and contributing to team capability building

Responsibilities

Lead the integration of investment insight into the FP&A planning framework shaping forward looking forecasts that translate enterprise strategy into actionable financial plans and ensuring investment perspectives are embedded in key planning decisions
Drive performance transparency and executive action by delivering rigorous analysis of actual results vs plan – isolating key drivers, quantifying implications and surfacing actionable recommendations that inform management response
Shape the analytical agenda for planning cycles and strategic initiatives, prioritizing high-impact decision ready insight over volume and influencing how investment analytics are consumed and acted upon by senior leaders
Integrate enterprise perspectives and drive outcomes by proactively synthesizing cross-functional perspectives into a unified point of view, and owning the management takeaway and strategic recommendation that delivers enterprise-aligned decisions
Distill complex investment and financial dynamics into structured, executive-ready narratives framing driver-based insights around trade-offs, materiality and recommended actions that enable senior leaders to act with confidence and speed
Lead the analytics dimensions of Investment FP&A as part of the Finance Transformation, designing scalable, driver-based attribution frameworks that deliver consistent quarter-over-quarter insight while remaining flexible enough to integrate emerging analytical dimensions as the business and investment landscape evolves